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Quest Diagnostics

711 hedge funds and large institutions have $12.8B invested in Quest Diagnostics in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 249 increasing their positions, 234 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 43

42% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $35.9M

5% more funds holding

Funds holding: 676711 (+35)

6% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 234

0.28% less ownership

Funds ownership: 89.22%88.94% (-0.28%)

0% less capital invested

Capital invested by funds: $12.8B → $12.8B (-$50.2M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
711
Holders Change
+35
Holders Change %
+5.18%
% of All Funds
14.01%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
93
Increased
249
Reduced
234
Closed
43
Calls
$51.1M
Puts
$35.9M
Net Calls
+$15.2M
Net Calls Change
-$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
651
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
JPLA
652
Joseph P. Lucia & Associates
New York
$14K
AS
653
Altshuler Shaham
Israel
$14K +$4.28K +41 +45%
CIA
654
Cascade Investment Advisors
Oregon
$13.3K
FIB
655
First Interstate Bank
Montana
$13K
MPWT
656
MassMutual Private Wealth & Trust
Connecticut
$13K
TFO
657
Tarbox Family Office
California
$12K -$626 -6 -5%
NFG
658
Next Financial Group
Texas
$12K +$2.19K +21 +24%
HB
659
Horizon Bancorp
Indiana
$12K +$12.1K +116 New
BCWM
660
Bartlett & Co Wealth Management
Ohio
$11.6K
First Manhattan
661
First Manhattan
New York
$11K -$5.53K -53 -32%
VCM
662
Versant Capital Management
Arizona
$10K -$4.59K -44 -31%
KTC
663
Kistler-Tiffany Companies
Pennsylvania
$10K
RFM
664
Royal Fund Management
Florida
$10K
GWS
665
Glassman Wealth Services
Virginia
$10K +$313 +3 +3%
CA
666
Crewe Advisors
Utah
$10K +$9.7K +93 New
EW
667
Evoke Wealth
California
$9.22K
FCA
668
FinTrust Capital Advisors
South Carolina
$9K
GAM
669
Gemmer Asset Management
California
$9K
IFAM
670
Institutional & Family Asset Management
Colorado
$9K
VAIA
671
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.86K +85 New
SLF
672
Sun Life Financial
Ontario, Canada
$8K -$3.23K -31 -28%
TI
673
tru Independence
Oregon
$8K +$10.4K +100 New
CBT
674
Capital Bank & Trust
California
$7K -$3.34K -32 -33%
EARNEST Partners
675
EARNEST Partners
Georgia
$7K

DGX Hedge Fund Activity: Q4 2019 in Review

711 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Quest Diagnostics (DGX) for Q4 2019, worth a combined $12.8B — down 0.39% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DGX positions and 43 closed out — a net gain of 50 holders — while 249 added to existing stakes and 234 trimmed.

The largest buyer was Bessemer Group, adding an estimated $53.3M. The largest seller was Boston Partners, cutting an estimated $167M.

  • 711 institutional investors held Quest Diagnostics (DGX) as of Q4 2019, up from 676 in Q3 2019.
  • Funds reported $12.8B of Quest Diagnostics stock for Q4 2019, down 0.39% quarter-over-quarter.
  • 93 funds opened new Quest Diagnostics positions in Q4 2019 and 43 closed out, a net change of +50 holders.
  • The largest Quest Diagnostics buyer in Q4 2019 was Bessemer Group, an estimated $53.3M added.
  • The largest Quest Diagnostics seller in Q4 2019 was Boston Partners, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2019.